WestHill Financial Advisors’s Schwab Fundamental International Small Company Index ETF FNDC Stock Holding History

WestHill Financial Advisors’s Portfolio FNDC Stock Details FNDC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-355	Closed	-$11.4K	–	82
2023 Q3	$11.4K	Hold	355	–	–	﹤0.01%	104
2023 Q2	$11.8K	Sell	355 -132	-27%	-$4.41K	﹤0.01%	99
2023 Q1	$16.1K	Hold	487	–	–	﹤0.01%	96
2022 Q4	$15.2K	Hold	487	–	–	﹤0.01%	102
2022 Q3	$13K	Hold	487	–	–	﹤0.01%	94
2022 Q2	$15K	Hold	487	–	–	0.01%	96
2022 Q1	$17K	Hold	487	–	–	﹤0.01%	102
2021 Q4	$18K	Hold	487	–	–	0.01%	105
2021 Q3	$19K	Buy	+487	New	+$19.2K	0.01%	89

Other funds holding FNDC

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

EWA

Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.43B AUM 21.99% 1-Year Est. Return

CGL

Clarius Group LLC Seattle, Washington $1.75B AUM 19.04% 1-Year Est. Return

MWM

Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return

HPA

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

WestHill Financial Advisors's FNDC Position: Q4 2023 in Review

WestHill Financial Advisors sold out of Schwab Fundamental International Small Company Index ETF (FNDC) in Q4 2023, closing a stake of 355 shares — an estimated $11.4K sold.

WestHill Financial Advisors first reported a position in FNDC in Q3 2021 and held it in 9 quarters. The position peaked at $19K in Q3 2021. 218 funds tracked by Wall St. Rank hold FNDC as of Q4 2023.

WestHill Financial Advisors reported no remaining Schwab Fundamental International Small Company Index ETF position as of Q4 2023 after selling out during the quarter.
WestHill Financial Advisors sold 355 Schwab Fundamental International Small Company Index ETF shares in Q4 2023, an estimated $11.4K.
WestHill Financial Advisors first reported a position in Schwab Fundamental International Small Company Index ETF in Q3 2021 and held it in 9 quarters.
WestHill Financial Advisors's Schwab Fundamental International Small Company Index ETF position peaked at $19K in Q3 2021.
218 funds tracked by Wall St. Rank held Schwab Fundamental International Small Company Index ETF as of Q4 2023.

Based on WestHill Financial Advisors's 13F filing for Q4 2023, filed 31 Jan 2024.